How you can protect your family

How you can protect your family

Critical illness insurance shouldn’t be confusing. See how it works and how it can benefit you and your family. Original source: criticaluncovered.ca

Where do I Start With Retirement Income Planning

Where do I Start With Retirement Income Planning

Laying a sound foundation for retirement income involves careful planning. Where do you start? In this segment of Life & Money Matters Peter shares eight simple steps to help you get started on your retirement future. Transcript: Where do I Start With Retirement Income Planning

Retirement Realities for Boomers

Retirement Realities for Boomers

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations. Transcript: Retirement Realities for Boomers

Pay Yourself First

Pay Yourself First

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first. Transcript: Pay Yourself First

Four Retirement Questions for Retirees

Four Retirement Questions for Retirees

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected. Transcript: Four Retirement Questions for Retirees

Top Retirement Planning Concerns

Top Retirement Planning Concerns

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors. Transcript: Top Retirement Planning Concerns

Do you understand your NEW investment statement?

Do you understand your NEW investment statement?

Client Relationship Model, Phase 2 (CRM2) is an industry-wide regulatory initiative mandated by the Canadian Securities Administrators (CSA). What is CRM2? CRM2 is an industry-wide regulatory initiative that the Canadian Securities Administrators (CSA) have mandated under National Instrument 31-103. Starting in July 2014 and over the next two years, a number of changes will be […]

Estate maximization for business owners

Estate maximization for business owners

Watch this short video to learn about a strategy business owners like you are using to minimize taxes and maximize their estates.  

Why Do I Need insurance?

Why Do I Need insurance?

Take Control of your debt

Take Control of your debt

Source: Manulife Financial

Proven Strategies to improve your Finances

Proven Strategies to improve your Finances

Source: Manulife Financial

Living Benefits – Back to Basics

Living Benefits – Back to Basics

Source: Manulife Financial

The value of Advice

The value of Advice

Source: Manulife Financial

Registered Retirement Savings Plans (RRSPs) – Simply Put

Registered Retirement Savings Plans (RRSPs) – Simply Put

RRSPs are a great way to save for your retirement. A registered retirement savings plan can help you achieve financial stability for later life.

Asset allocation, simply put

Asset allocation, simply put

Find out how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial goals.

Money for Life: Getting Ready for Retirement — protecting your savings

Money for Life: Getting Ready for Retirement — protecting your savings